This Stock will go to $500‼️

Well, look at that. We're back to flipping flapjacks, baby. Public count up $127,000 here today. Congratulations to everybody out there that is at all-time highs or pretty darn close to all-time highs. Uh amazing to see, man. And and it's, you know, an interesting market right now cuz we keep pushing higher. It'll have these kind of step backs and then we just push higher and higher and higher. Now, as far as a day like today goes, I mean, AMD, Meta, they really pulled through. AMD up 74K. That one met up 28. And then we had small gains today on some other stocks that did very well. Cheesecake up 5,800. American Express up 5,700. Amazing on up 5,300. SoFi was a nice one up 4,400. That was a good interview uh CNBC did with Anthony Nodo actually just an hour or two ago. Revolve up $3,800. Honest up $2,400. By the way, Honest is on its way to $5 plus before year end in my personal opinion. So, uh be paying attention to that one. It should go five plus. And then PayPal, uh, decent move here today, $2,300 there. Look at ELF climb back in the shelf. What a run it has been from those lows it hit last month, now 54.54%. Absolutely amazing move uh for ELF. So, three core subjects I want to get into in this video here today. One is how to scale your portfolio as fast as possible. Everybody always wants to know that, like, how do you do it? How do you do it as fast as you possibly can, right? I'm gonna explain that in this video so you guys can do that. Okay. Number two, AMD. I want to talk about my exit plan regarding AMD in this video. And the reason being is I talked about a little bit yesterday, but some people were confused. I want to explain it in detail. So, we're going to go through exactly my AMD exit plan in this video here today. Pay very close attention to that. We're talking price targets, um, where I would start selling shares at, when I would finish selling shares at, all that good stuff. So, it's going to be, if you care anything about AMD stock, you're going to really want to watch that portion. And even if you don't own AMD, even if you own other stocks, I think it's important to pay attention to how somebody like like myself likes to exit a stock we're up huge on. Right. And third subject up here is we're going to talk about a stock that could go $500 plus longterm. This stock is a mile and a half away from $500 right now. It's not even remotely close. I think this one has insane upside. And I'll explain in this video why I think it's going to 500 plus longterm. One thing, one thing only I need from you guys. If you have not already done so, I need you to smash that like button. Make that little thumbs up icon glow before we get into this video here today. That is your payment for my video and I appreciate y'all for doing that. Additionally, make sure you're subscribed to the channel. We just hit a new all-time high subscribers in the history of this YouTube channel. 941,763. I appreciate each and every one of you for being here. I have huge news, huge news for you guys here today. Okay, listen. For years, people wanted me to do a home tour. Years. Well, and came to Vegas like 2 months ago, right before we moved out of the old house, right? And he said, "Jeremy, I I know you're about to move out. Can we do a home tour before you move out?" And he came over, his whole crew, and they did a professional home tour of my old home, and it's going to be posting this Saturday morning. So, very, very exciting. So, if you want to see that home tour and all that good stuff, um, it was pretty fun. It's going to be the pinned comment down there will be to his channel. You can subscribe, put notifications on or whatever. Uh because it's coming out Saturday morning, okay? And so make sure we show up to that one. Leave him a comment, you know, um say something nice, whatever, you know, like I thought it was amazing him and his crew came to do that. That was uh you know, pretty unexpected and it was a great time. So, and also I think it would be probably the cheapest home he's ever featured on his channel. like almost all the homes he features on his channel are usually like 15, 20, $30 million homes and then he comes to my home, you know, and it's like so anyways, I appreciate him doing it and it's going to be exciting. So, Saturday morning that's coming out. Um, make sure you guys show go show some love, you know, when that video comes out. Saturday morning. Okay. All righty. So, three subjects to get into. First one up here, how to scale your portfolio as fast as you possibly can. Okay, let's go. Listen, I ran track. I was a sprinter. Okay. Now, when you sprint on a high level, and you know, I'm sure everybody watching this video at some point in your life, you've sprinted, right? You know, you might not have done it uh, you know, competitively or something like that, but you've ran as fast as you can, right? But when you learn to sprint at a very high level, and I'm talking a collegiate level or go professional, right? You learn you have to sprint in a relaxed manner. You need to keep your facial expressions as relaxed as possible, your body as relaxed as possible. So, it's a weird dynamic where you're pushing as hard as you possibly can but trying to stay as relaxed as possible. And by doing that, you're going to run much faster. And so, it's like the opposite of what you would see in movies, right? You ever remember the Rocky scene? I think this was what was this Rocky 3? He's sprinting on the beach, you know, just like ferocious and like No, no, it's the opposite of that. Okay? And so I want you to remember this when we refer to the stock market as sprinting in a relaxed manner, right? For those you guys that have ever played golf before, you ever, you know, gone to Top Golf or, you know, just played golf in general and you try to really smack the ball, you're like, I'm going to hit this thing so hard. What happens? It doesn't go anywhere. It ends up being a horrible shot. And you're like, dude, like, you know, a minute ago I was playing relaxed and the ball went so far and now I try to You can't force it. You can't force it. And so the same exact thing happens in the stock market when we're talking about you want to scale your portfolio as fast as you possibly can, right? You want to get to, you know, 100K, you want to get to a million, you want to get to multi-million, you want to get to 10 million, whatever it is, right? You can't force it. Just like you can't force your way to sprint magically faster to beat somebody and you know that was going to make you go slower and you can't magically force the ball to go farther by just going crazy with it. It's going to make the ball go a lot less far, right? Same exact thing. You know, we look at the public count today, 4.519 mil, right? Like if I had been forcing this thing, I can tell you we wouldn't even be close to this. We wouldn't even be close. Like I don't even know if this portfolio would be a million dollars. If I was really trying to force it and I'm like I got to hit 4.5 million ASAP. We got to get there right now. No, no, no. You cannot force it. It will go bad for you. I mean, very bad. It's cool to have long-term goals and ambitions about where you want to be 5 years from now, 10 years from now, 15 years from now, 20 years from now with your portfolio, but um don't try to force it. Don't get caught up on short-term metrics about where your portfolio needs to be by the end of this year or next year or something like that. That's going to end up making you sprint a lot slower. Okay? So, let me give you five pieces of advice here to go as fast as you possibly can to reach your goals as fast as you possibly can. Okay? And these are my five simplest, best tips I can give to every single person watching this video right now. Okay? Listen. Number one, more income than expenses. You got to have more income than expenses. The bigger the gap, the easier this game is. Okay? So, think of it like this. If you got $1,000 extra a month, good. That's good. That's $12,000 a year, that's good. You know, got $2,000, that's a lot better. $3,000, that's great. Now, we're talking about $36,000 a year you can put toward your investments. Oh my gosh. Like, you're going to climb the ranks so much faster. And you got to understand compounding and how compounding works. like it's it's going to be unbelievable how much faster you would climb versus a guy that is putting $1,000 a month into his portfolio. Never mind when you're getting great gains on that. Like the the speed you can climb is unbelievable. Okay. So, more income than expenses. The bigger the gap, the better. Okay. Okay. Next up here, number two, very important. Listen, GVD, growth value dividends. A lot of people think like, I don't need to build a portfolio. I can just be in one or two stocks. Okay. No, you can't. And somebody might say, well, listen, I just invested all in this one stock or all in these two stocks and it's gone amazing, right? You could be all in, let's say, AMD and Micron. Look, it this is proof that I did the right decision. No, you didn't. You didn't make the right decision. You still made the wrong decision. I live in Vegas okay? I could go down to any casino and go play roulette, right? There's, you know, one or two green things and then it's black or red. And you say, "I'm going all in everything on black." Black comes up. I'm a genius. Look it. What can you tell me? You don't know what you're talking about. I know what I'm doing. I just put it all on black and look at me. I just doubled up my money. I'm going to do it again. Oh. Oh, it just hit again. Look at me. You don't know what you're talking about. Trust me. GVD. Growth value dividends. build a portfolio of stocks. We're talking 7, 10, 12, 15, 20 stocks depending upon, you know, how much time you have to research companies and how big your net worth is and how long your investing time frame has been, right? Build a portfolio of stocks. Don't just go all in one and two. You know, it's very easy, especially after one goes up a ton, say, "Oh man, I should have just went all in this one stock." We're playing roulette again. We're playing roulette again. Okay. All in red. Oh, see, red came up. I should have went all in. Like, it's just ridiculous. Okay, trust me. You You know, you don't want to go backwards and you're going to go backwards big time because eventually what happens just like in roulette where if you keep going all in one color, what happens eventually? The other color comes up and then you're like, "Oh crap, I just lost everything, right?" That's the same thing that happens in the market. Go all in one two stocks. Next thing you know, that one or two doesn't work out the next time around and then you're stuck with like, "Oh crap, I just lost like 70% of my capital, 90% of my capital, 100% of my capital." No, no. GBD keeps you going through the bad times, and there will be bad times. It's going to be bare markets. It's going to be stock market crashes, and there's going to be countless corrections. GVD gets you through. You want to know how you get to 4.5 mil? You got to make it through the storms. The public account started that back in 2018 and we've had a lot of drama since 2018. Like the end of 2018, we had a drama period. We had the 2020 crash, right? Um by the way, the end of 20 the end of 2018 that year, we had a severe correction. Yeah. 2020, we had a crash in the market. 2022, we had a crash in the market, right? obviously with um you know 38% 37 or 38% down for the NASDAQ peak to trough Q421 versus Q4 2022 and then we had 2020 four had SVB that was like a small correction I would call it 2025 we had liberation day that was a severe correction okay and we had a small correction this year so despite all that drama the end of the day you know the numbers are the proof I could tell you if I had wasn't diversified, there's no way the public count's 4.5 today. No way. No way. Mm- nope. It's impossible. Number three, reinvest all your dividends and all your profits you get. Don't take it out. Don't go blow the money. Oh, we're going to the club. You know, you get paid $100 in dividends. Don't say, "Oh, I'm going to the restaurant tonight." You know, you can take that out of your income in that situation. But your portfolio of money, leave it your portfolio of money. Like once money goes into your portfolio, it should never come out until it's like you there's something big you need to do. Like you're retired, so you're living off the money. Or like I need money for a down payment for a house, you know, something like really big outside of something really big. or you got some sort of insane emergency that your family never saw like something crazy. Outside of that, like money should never come out of your portfolio. It should constantly just recycle and build build build over time. It shouldn't be like, you know, I want to go buy, you know, a new flat screen TV at Costco and it's 1,500 bucks. Let me pull 1,500 on my portfolio. No. No. Don't play that game. Like, we're trying to grow the thing. Okay? So until you need it for big money stuff, we're not playing with it. Okay? Leave it in there. Reinvest and grow and grow and grow and let that money compound for you over time. Okay? Next one up here, number four. Number four, listen, very important. Stay away from leverage plays, leverage ETFs, margin options, things like that. Far majority of individuals don't have time for that sort of stuff or the discipline for that sort of stuff. Like I like when we're talking about leveraged ETFs, margin options, margin should be a non-negotiable thing you don't do. I don't care if you got a thousand years of experience in the market and you got a,000 hours a week. I don't care what the situation is. Margins are no touch regardless. But when we're talking about like leveraged ETFs, we're talking about doing different option strategies. I'm just telling you guys like most people don't have the discipline to execute them. They don't have the time to execute them. And so for 99% of you guys watching this video right now, you don't have the time or the discipline to execute on it. I've watched countless people over time think they're disciplined enough and they're not to do these sorts of things. Okay? And you know, you know, most of you guys work full-time jobs or you have your own businesses. You're working 40, 50 hours a week. You know, you just don't have time for all that sort of stuff. you got time to do research on companies, but when we're talking about all these different option strategy, like you're going to probably end up underperforming over time, then you'll find like, man, I would have been better off just focusing my time and attention on finding the next great company to add to my portfolio of 10 stocks. Like your your time would have been much better allocated toward that versus how can I get some arbitrage on selling this put options. No, no, no, no. Okay. And then the leverage ETFs, the man, when those go bad, they really go bad. And um usually usually it's a signal somebody's not I'll say most of the time it's actually a signal they're not disciplined enough to be playing with those the fact that they're even thinking about playing with those things like it's just facts man. It's facts. So for you know if you're the 1% and you're so insanely disciplined and you are so experienced and you have so much time on your hands great you can get involved. But I'm just telling you like that's very few and far between. Very far and few between. And you're probably not that person. Okay. Number five. Next one up here. Make your buy and sell decisions based on numbers. This is so important. Not based upon how much a stock's gone down, how much a stock has gone up, uh not based upon where you think that stock is going. No, no, no. Make it based upon numbers. It's going to produce you likely far better returns over time and produce you way less stress than trying to play a guessing game and a gambling game about like I'm going to get in, you know. No, no, no. Okay, so let's do like a real life example here of what I mean. So, let's say you're looking into American Express. You like American Express, great company. Let's say you use it as your credit card. You're like, man, it looks at a pretty fair valuation right now. Like, I really like American Express. I think it could be a great stock to add to my portfolio. Okay, great. So now you're looking at the stock is $346. So now the question is, is American Express at $346 a sell, a buy? What about if the stock's $400? What about if the stock's $500, $600, $250? What does that do to the dynamic? Is it a better buy? Is it a worse buy? Is it a sell? Right? Okay. So I always bring it back to my numbers. So here are my American Express projections running this through thousandx.com. Okay. So for my base case, that's always what the highest probability of what I expect. My base case, I have them do an 8% revenue growth on average 27 through 2030 and then do a net income growth of 12% on average 27 through 2030. Right? I think a 28 to 33p be very fair for a company like American Express as a stable membershipbased model. Right? So, the moral of the story is here I have the stock going to somewhere, you know, between about $783 and $923 come 2030, which gives me a compound annual growth rate deep into the 20s. If I can get a compound annual growth grow growth rate deep in the 20s under a base case, I'm looking pretty darn good, especially if it's a predictable stable business like an American Express and it's not as risky as many other stocks, right? So at $346, American Express is a buy today, right? At 44, let's say the stock was $446 today, it would be an okay buy, right? At if it was $546 today, it would not be a buy cuz then my compound annual growth rate I'd be getting is just very, very low over the next few years. And if it was $646 today, I would sell every American Express share I have because basically the upside's almost, you know, nothing over the coming years, right? Or if I didn't sell it all, I would sell the far majority of my shares essentially, right? And that's how you play this game. Now, let's say it was $246. Oh my gosh, can you my compound annual growth rates would what be in the 30s then for my base case? Deep into the 30s. I mean, if it was 246, then it's like load the flipping flapjack and boat on American Express. But 346 is like it's a great buy now at this point in time, right? So that's kind of the way you need to uh think about that. Okay. All righty. So next up here, let's talk about AMD exit plan, though. Let's talk about a stock that can go 500 plus longterm. So very important we talk about my exit plan for AMD and what my strategy is here. Okay, listen. So the first thing to understand is in and when you're ever you're trying to devise an exit plan from a stock you made a ton of money on you got to say do I want out of this stock 100% or is there a certain amount of the shares that I want to hold for the super long term right meaning 10 years 15 years from now right for me with AMD in the public account for example I have 2555 shares I want to hold a th000 shares for the super long term okay the super long term So like way out there. So I'm talking like I want to go through several chip cycles with that thousand shares. Now that means since I have 2555 shares, right? And I want to hold,000 shares long-term in the public account, that means my exit plan is for the 1555 shares in the public account as well as shares in my private portfolios as well. Right? So that's the first way to kind of think about that. Why? Look at that total gain. That's ridiculous. Look at the ones. the ones 11-11 baby that's a good sign right so that's the first thing we got to understand my plan is 1,000 shares super long-term get rid of the other 1555 shares over a period of time so we bring it back to the numbers not my opinion but the numbers on where I think things could go and based upon the numbers where do I need a cut right so for AMD my base case has them doing 35% revenue growth a year on average now keep in mind 2020 27 2028 the numbers could be much bigger than this but I think there's going to be a major slowdown in 29 2030 cuz I think there's going to be basically like too much chip ordering between 25 26 27 28 and I think there's going to be like a big comedown in 29 2030 for like chip orders in general that's talking Nvidia that's talking Micron that's talking AMD every single every single chip company is going to be hit by that in my personal opinion I could be wrong about that but based upon my understanding the semiconductor industry seeing the trends I think we're going to end up having a a big over orderering over the next couple years and that's going to have a comedown in 29 2030. I could be wrong about that and it just goes insane forever and ever and ever, but that's what I believe will happen. Okay, so I think 35% revenue growth on average over those four years is realistic. And 50% net income growth on average over those four years is realistic, which gives them $165 billion of of revenue come 2030 and $57 billion of net income, right? Net income margins go 35%. So still not even remotely close to where somebody like Nvidia is for example right now since there'll probably be a bigger slowdown here at this particular time 25 to 30p be very fair. So basically have the stock go to about a,000 bucks we can call it come 2030. Okay. And you know to be exact 879 between$ 879 and 154. Now my bull case if things go better than I anticipate the stocks going 1 12200 to 1,600 right now I don't want to based upon that. So the closer and closer we get to let's say an 800 the more I need to cut AMD right because it's just going to be very minimal upside for the stock. So here's how I'm going to play this. Okay. If in the next six to nine months AMD goes 625 plus, I'll start cutting AMD shares 200 at a time. And then likely for every 25 to $50 over 625, I'll cut another 200 shares and another 200 shares. Right now, do keep in mind with that being said, there's a potential Nvidia goes $1,000 plus in the next 9 months. Now, you may say, "How could AMD go $1,000 plus in the next, you know, 6 to9 months if my base case has a stock only going to a,000 come 2030?" Well, what should happen in reality is different than you know what will happen. Okay, so stocks will move based upon sentiment. They'll get way too hyped and excited. So, AMD's growth rates are about to be ridiculous. like they're going to put up some crazy numbers here over the next few quarters. People will begin to extrapolate that and assume that is what's going to be constant, right? No different than if we go back to Tesla. I'm fortunate, you know, that was one of the first life-changing stocks for me in terms of getting like a 2,000 plus% gain is just ridiculous. The money I was fortunate to make on on Tesla and I think that was my first seven figure stock if I recall, right? Unbelievable like what we were able to accomplish with Tesla. The issue with Tesla and that stock is the same price today that it was like 5 years ago. Like I remember like five years ago Tesla was a you know $400 stock and still $400 stock, right? Tesla was putting up these ridiculous growth rates and then people assumed those growth rates were forever. So they priced in so much future growth and the stock's been dead money for years, right? It's moved up, it's moved down, but at the same at you know you get that stock back in 2021 for 400 something. You buy it today for 400 some, right? So it's the same dang thing. you know, in you know, even look at somebody like a pounder, their growth rates are ridiculous. People are at, you know, last year were starting to extrapolate those and think like those are going to be what they report forever. And it's like, no, growth rates come and they go, right? And then the semiconductor industry, it's really to a great extent. So AMD is in a major hype cycle because they're going to have likely some shock and all quarters, right? There's a lot of momentum in chip still. People will see these numbers and start to keep bringing up price targets and Wall Streeters keep look at the Wall Streeters. They're doing exactly what I told you guys they were going to do months ago, right? If not a year ago plus. So, watch these guys. They're going to keep raising their price targets. Keep raising their price targets. That's what they keep doing. Goldman Sachs, what just a few days ago did the same thing like they keep raising their price targets and causes more upward momentum for the stock. And so, like AMD could go a thousand in the next nine months. I wouldn't be surprised at all. That doesn't mean, you know, it's a bad stock or a good stock. Like, who knows? Maybe AMD when it's all said and done goes 2,000, 3,000. You never know, right? I have my doubts about that. That's not where I think it's going. And what I believe matters the most, right? What an analyst think, what some guy on the internet thinks, like that is what it is. It's what I believe. It's my money, right? And so what I believe and the growth rates I think and where the company's valuation will go over time, that's what matters the most, you know, and that's why it's important to make your own investment decisions out there. So, you know, you like make the decisions you want to make, right? Not based upon what somebody else makes. So, that's the way I'll kind of look at this game. Start cutting 625 or over and then keep cutting until I sell all 1555 of those shares and then just hold that at 1,000 shares for the super long term. And then I'd be likely executing that in private portfolios as well at that particular time, right? Now, you might say, "Okay, but what happens if your bull case happens? Stock goes $1,200 to $1,600 right? cost of doing business. You know, I got I still got to have a thousand shares, so I'll still be happy. You know, we can do the math on that. A,000 shares times $1,200, it's $1.2 million. You know, 1,000 shares times, you know, $1600, $1.6 million worth of shares I still have. So, if that does happen, I'll be happy, you know, like like I will not be disappointed. Like, you know, you just be happy. Be happy in that sort of situation. Right now, this will be very similar to how I played Palanteer. Palanteer is a stock that's gained us 1,658%. If you saw what I executed in regards to Palanteer, I sold over a period of time, right? And um you know, by the end of last year, it sold the far majority of my Palanteer shares. At the peak, I had 5,000 555 shares of Palunteer and now I only have a,000 shares in the public account. And those thousand shares I plan on holding for the super long term, right? But the other bunch of them I looked at it and I'm like I think I'm not getting a very good ROI on this over the coming years and so I'm willing to cut. And so that's what happens. I'm going to say basically I'm going to take the majority of my chips off the table and say you know what I think um I think our money's been made here and then I'll keep a little chips out there just in case I'm wrong and things actually go way way way way better than I ever anticipated and so I can capitalize on that. Right? Like if Palanteer goes to $500 in the next few years, I'll probably be looking and like, "Ah, dang." You know, I should have held all $5,555 shares, but I don't think that's going to happen. That would only be a scenario where things go dramatically better than I ever anticipate, right? And so that's the way I play this game. No, the last thing I'll say in regards to this, when you're exiting a stock and you've made a ton of money on it, be thankful. No regrets. No regrets. You know, if Palanteer went to 500, I wouldn't have any regrets. I be, man, I'm h, you know, I'm happy I was make able to make the profits I was able to make on that stock, right? Always remember, like, how do I stay in that abundance mentality and I'm not worried about the one that got away, right? Cuz I sold it too soon. You know, I only made 700% on the stock and I could have made 1,700% or something like that, right? Listen, stay in abundance mentality. There's always more fish to catch. You know, before Tesla, there was plenty of stocks to catch. And then after Tesla, there was Palanteer and we caught it. Then after Palanteer, there was, you know, AMD. And for other individuals that bought it, there was Micron, right? And so there's always this is going to be the next one and the next one and the next one and the next one. And so I never trip off of like, oh, I didn't sell at the perfect time. I could have got even more money. I just look at the numbers. I say based upon my numbers and my projections, it made sense to sell the stock now because ROI is not going to be good over the next few years. If AMD is 850 tomorrow, I'd sell 1555 shares tomorrow. I have no problem with that. You say, well, what if it goes a,000? That's fine. It's cool. Still have a million dollars, you know? Plus, if I still have shares in other portfolios as well, then I have a lot more than a million dollars, right? So, that's just be thankful. No regrets. There's always the next big fish to catch. Okay, our next subject up here number three, let's talk about stock that could go 500 plus longterm. So, last night on the reaction channel, not sure how many you guys got to see this. Looks like about 55,000 people gotten to watch that so far since I released that last night on Jeremy Lefay makes money. Talked about many subjects in that video, but one was 16 stocks to buy now. Like 16 of the best opportunities I find in the market, right? And talk about a lot of opportunities in the market, right? Now, one of those 16 opportunities is good old Elf on the Shelf, right? I love it. I love ELF. Right now, ELF's an interesting stock because it has started to run heavy, right? $75 here today. Shortterm, I'm very bullish on the stock. long term, I'm extremely bullish on the stock. But I've talked about a lot of the shorter term stuff like what I expect this year, what I'm kind of thinking like, you know, over the next few years, but I haven't talked much about the 2030 plus opportunity for ELF, right? But short term, like I wouldn't be surprised if this stock ends this year with a one in front of it between 100 and $140 by year end. I would not be surprised at all. Am I going to place short-term bets like call options on ELF? No way, Jose. Thank you very much. I'm good. No, I got shares in the public account, you know. Um, and then I I got a ton of shares in other portfolios like private portfolios. I have actually much bigger positions than this. Like much bigger positions on ELF. Like this is actually a modest amount of ELF I have in the uh public count here. And so 100 to 140 likely by year end. Long-term opportunity in terms of the next several years. Uh based upon my projections, I have ELF going to $3.2 billion of revenue come 2030. Uh on my base case and just over $400 million of net income come 2030. If they're, you know, growing like that, I think a 30 or 35p easy peasy lemon squeezy, the stock pushes just over $200 come 2030, right? Which could be a great compounding on your growth rate over the coming years. So that covers like the next few years, the next, you know, we can call four or five years, whatever, right? Stock likely goes 200 plus. My personal opinion, but here's the thing. Based upon ELF's numbers, based upon ELF's trajectory, I've watched them acquire brands now. I think E.L.F. is going to become one of the biggest cosmetics companies in the world. All right. When we talk about those sorts of companies, where are we talking market cap? L'Oreal's $231 billion in market cap, right? Galerma $50 billion in market cap. Estee Lauder, say it louder. Estee Lauder is going to be a huge runner over the next three years. By the way, Estee Lauder will push 50 billion plus within the next three years in my personal opinion, right? If not much higher than that as far as market cap goes. But even with Esteee Lauder down here, it's still around a $30 billion market cap. Okay, so we scroll down the list and there's a little elf on a shelf. $4.5 billion market cap, right? It's a little guy. It's a little guy. It's a baby, right? But I have all the conviction in the world that E.L.F. is going to become a top five biggest cosmetics beauty company in the world over the next 10 years, right? Which will put them likely at a market cap in the many tens of billions of dollars. Do I think they're going to, you know, s surpass L'Oreal and go 200 billion plus in the next decade? Probably not. Although I'd be a very happy camper, but probably not, right? But do I think this company could become a 50 billion, 70 billion, 90 billion company? I do based upon where I see the numbers going. And like I said, I've seen them acquire brands. So the the the ELF you're seeing today with the ELF brand that's so successful, they're going to keep expanding that, right? And they have the road brand. Um they have Notorium and other brands as well, but they're going to keep buying brands likely for the next 10 years, right? And so, you know, they'll likely end up eventually having probably 10 brands that will all be billion-dollar plus businesses, if not multi-billion dollar plus businesses, right? And so, and then they'll keep growing those brands and they become like a a house for like brands that are already successful, but like still have a lot of growth ahead cuz that's what seems ELF really attracted to. They'll pay a bigger price for a company if they're growing rapidly, but they still feel like they have a huge TAM in front of themselves. and you know rather than buy a brand that's like dead, right? Because you could get a brand that's like dead for cheap or you can get a brand that is growing rapidly and likely has a huge TAM. You have to pay a big premium for that. But ELF's willing to do it. And so I think like I have no why would I not believe E.L's going to become a top five biggest beauty company in the world in the next 10 years. Like it just makes sense. They got the numbers to keep putting up for it. the as as they keep acquiring brands and the company gets bigger and the net income keeps pouring in be able to do the next deal, the next deal, the next deal, right? You know, as they start having hundreds of millions of dollars every year they're kicking off just in net income. What are you going to do with all that money? You could buy your own shares or you could just buy another great brand and expand that brand. And that's where Elves really seems to go. And so that's where I think it's going long term, right? And Terra is a man to do it. He's young enough to pull it off and if he wants to work another decade here, he can. and um take the company to a $500 plus dollar stock. Okay, I appreciate y'all for joining me as always. Once again, uh NAS did that phenomenal video that will be coming out Saturday morning. I'm going to put his channel linked as a pinned comment down there today. I hope you guys really enjoy that home tour. It was a lot of fun to do that with him. Um yeah, so do enjoy that. All righty. Much love as always from New York City and have a great